产业
其他电子业
其他电子业的上市柜个股:今日涨跌、成交值与三大法人;点栏名可以换排序。
今日等权涨跌
-2.26%
成分股涨跌的平均
涨/跌/平
6/83/4
共 93 档
成交值
464 亿
产业内个股合计
三大法人
-91.0 亿
逐档股数×收盘估算・2026-10-13
成分股月营收年增(近 12 个月)
2026/09 月:89 档中 68 档营收年增为正;年增中位数 +24.8%(前 3 个月中位数 +25.7%)。
26/09 月年增为正68 /89 档
年增中位数+25%
前 3 个月 +26% ↓
前 3 个月 +26% ↓
成分股年增中位数,近 12 个月
年减年增(颜色越深幅度越大,60% 封顶)
| 公司(营收规模前 24) | 25/10 | 25/11 | 25/12 | 26/01 | 26/02 | 26/03 | 26/04 | 26/05 | 26/06 | 26/07 | 26/08 | 26/09 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2317 鸿海 | +11 | +26 | +32 | +36 | +8 | +46 | +30 | +40 | +52 | +54 | +52 | +38 |
| 2312 金宝 | -6 | -14 | +3 | -13 | -19 | -13 | -3 | -8 | +33 | +49 | +22 | +13 |
| 2354 鸿准 | +127 | +21 | -9 | +57 | -24 | -61 | -49 | -41 | +11 | +37 | +58 | +11 |
| 6139 亚翔 | +77 | +170 | +165 | +88 | +81 | +47 | +71 | +103 | +50 | +62 | +42 | +6 |
| 3665 贸联-KY | +34 | +33 | +43 | +34 | +28 | +22 | +19 | +41 | +64 | +60 | +54 | +39 |
| 2404 汉唐 | +57 | +100 | +41 | +59 | +69 | +101 | +102 | +85 | +51 | +64 | +59 | +13 |
| 6196 帆宣 | -9 | +6 | -5 | +1 | +5 | +18 | +46 | +65 | +121 | +101 | +84 | +88 |
| 2360 致茂 | +32 | +31 | +59 | +72 | +86 | +63 | +129 | +133 | +73 | +175 | +156 | +206 |
| 5536 圣晖 | +18 | +20 | +10 | +39 | +3 | +60 | +15 | +28 | +25 | +3 | +45 | +41 |
| 1785 光洋科 | +47 | +26 | +44 | +68 | +63 | +96 | +49 | +95 | +71 | +46 | +31 | +50 |
| 6691 洋基工程 | +44 | -7 | +68 | +80 | +37 | +113 | +67 | +82 | +115 | +177 | +214 | +114 |
| 3324 双鸿 | +67 | +78 | +107 | +122 | +67 | +92 | +41 | +94 | +62 | +117 | +67 | +23 |
| 6409 旭隼 | -8 | -13 | 0 | -10 | -16 | -22 | -13 | 0 | +6 | +26 | -3 | +7 |
| 6613 朋亿 | -20 | -5 | -9 | -30 | +7 | +65 | +31 | +82 | +120 | +64 | +187 | +139 |
| 3305 升贸 | +25 | +17 | +48 | +45 | +62 | +73 | +60 | +71 | +76 | +59 | +47 | +46 |
| 3617 硕天 | -28 | -5 | -7 | -3 | +1 | +7 | +1 | +21 | +26 | +14 | +13 | +13 |
| 5225 东科-KY | -28 | -11 | -22 | -13 | -28 | -2 | -11 | +12 | +18 | +11 | -9 | -9 |
| 6667 信纮科 | +34 | +65 | +79 | +28 | -21 | +41 | -2 | +13 | -2 | -22 | +69 | +91 |
| 2474 可成 | +6 | +9 | -26 | +8 | -21 | -25 | -36 | -48 | -55 | -34 | -40 | -34 |
| 2464 盟立 | -26 | -15 | -21 | +8 | +8 | +8 | +23 | +31 | +43 | +62 | +74 | +78 |
| 2373 震旦行 | +3 | -13 | -4 | +10 | -15 | -10 | -2 | -4 | +5 | -4 | +4 | +2 |
| 3030 德律 | +5 | +82 | +37 | +39 | +25 | +15 | +63 | +15 | 0 | +38 | +32 | +54 |
| 8021 尖点 | +39 | +39 | +44 | +59 | +42 | +51 | +63 | +86 | +90 | +103 | +98 | +98 |
| 6903 巨汉 | +189 | +206 | +179 | +586 | +236 | +320 | +297 | +229 | +164 | +161 | +123 | +109 |
公司(依最新年增)25/1026/09 ▸最新年增
单位:%(与去年同月比),框起来的是最新月;「加速/放缓」=最新月比前 3 个月平均多或少 5 个百分点以上。数字卡与折线用全部 89 档计,下方列营收规模前 24 档。资料:公开资讯观测站月营收。
产业获利结构(近 8 季)
最新一季(26 Q2)加权毛利率 7.8%,比一年前 -0.0 个百分点。
| 24 Q3 | 24 Q4 | 25 Q1 | 25 Q2 | 25 Q3 | 25 Q4 | 26 Q1 | 26 Q2 | |
|---|---|---|---|---|---|---|---|---|
| 合计营收年增 | +18.7% | +14.5% | +24.4% | +15.7% | +12.1% | +22.0% | +27.6% | +39.0% |
| 加权毛利率 | 7.6% | 7.4% | 7.6% | 7.8% | 7.8% | 7.2% | 7.9% | 7.8% |
| 加权营业利润率 | 3.7% | 3.6% | 3.6% | 4.0% | 4.2% | 3.9% | 4.5% | 4.7% |
成分股单季损益合计(加权=合计毛利÷合计营收),只用已过法定公布期限的季别;年增为成分股合计对去年同季合计(公司家数可能略有不同)。
估值位置
成分股市盈率中位数 23.3 倍(10/13),比近 5 年 80% 的月份高;近 5 年区间 11.3–28.0 倍、中位 18.0 倍。
成分股近 4 季市盈率的中位数(亏损股不计),每月 15 日快照,近 61 个月。位置只描述高低,不代表合理价;景气循环产业在获利谷底时市盈率会机械性偏高。
相关题材
半导体设备与厂务(7 档) 电动车充电桩与换电(4 档) 手机与车载光学镜头(3 档) AI 数据中心电力与核能(3 档)
每个数字怎么算:方法论。本页为公开资料整理,不构成投资建议。
| 3580 友威科 | 115.00 | +2.22% | 8.73 | +0.62 | +33.4% | +25.3% |
| 6438 迅得 | 176.50 | +1.44% | 6.32 | -1.38 | +16.9% | +14.2% |
| 6667 信纮科 | 277.00 | +1.09% | 4.25 | -0.28 | +10.4% | +7.6% |
| 3617 硕天 | 260.00 | +0.58% | 3.01 | +0.47 | +8.8% | +27.8% |
| 6698 旭晖应材 | 30.80 | +0.33% | 0.17 | +0.03 | -3.1% | -19.8% |
| 4760 勤凯 | 370.00 | +0.27% | 2.11 | +0.17 | +38.1% | +37.0% |
| 3303 岱棱 | 51.70 | +0.00% | 0.13 | +0.03 | +5.5% | -9.9% |
| 6201 亚弘电 | 45.95 | +0.00% | 0.01 | -0.00 | +3.7% | +0.1% |
| 6283 淳安 | 18.55 | +0.00% | 0.01 | -0.00 | -6.3% | -15.1% |
| 8431 汇钻科 | 65.50 | +0.00% | 5.15 | -0.42 | +8.8% | +36.3% |
| 4554 橙的 | 27.50 | -0.18% | 0.01 | -0.00 | -4.0% | +1.2% |
| 2474 可成 | 194.00 | -0.26% | 2.57 | +0.02 | -4.9% | +2.6% |
| 6722 辉创 | 33.25 | -0.30% | 0.01 | +0.00 | +0.2% | -3.5% |
| 2461 光群雷 | 16.40 | -0.30% | 0.17 | -0.02 | -7.9% | -3.0% |
| 2482 连宇 | 16.15 | -0.31% | 0.01 | +0.00 | +2.5% | -15.4% |
| 6743 安普新 | 32.25 | -0.31% | 0.20 | +0.05 | +9.9% | +18.1% |
| 3402 汉科 | 135.50 | -0.37% | 0.37 | +0.08 | +8.8% | -9.7% |
| 2373 震旦行 | 52.60 | -0.38% | 0.01 | +0.00 | -0.9% | -2.8% |
| 2433 互盛电 | 39.45 | -0.38% | 0.01 | +0.00 | -4.2% | -6.1% |
| 3552 同致 | 42.30 | -0.47% | 0.07 | -0.00 | +0.6% | -7.1% |
| 6146 耕兴 | 196.00 | -0.51% | 1.22 | +0.20 | +8.3% | +5.9% |
| 2488 汉平 | 50.00 | -0.60% | 0.08 | -0.01 | +3.8% | +1.0% |
| 5489 彩富 | 41.10 | -0.60% | 0.01 | -0.00 | +0.4% | -12.4% |
| 2459 敦吉 | 65.20 | -0.61% | 0.04 | -0.01 | -0.9% | -3.0% |
| 7631 聚贤研发-创 | 138.00 | -0.72% | 0.18 | +0.02 | -1.9% | -3.9% |
| 8047 星云 | 44.70 | -0.78% | 0.01 | -0.00 | -8.9% | +3.4% |
| 8092 建𬀩 | 12.70 | -0.78% | 0.01 | -0.00 | -0.8% | -9.0% |
| 3508 位速 | 24.80 | -0.80% | 0.04 | +0.00 | +18.7% | +46.3% |
| 4585 达明 | 288.00 | -0.86% | 0.33 | +0.02 | -0.9% | -11.1% |
| 4588 玖鼎电力 | 56.50 | -0.88% | 0.03 | +0.01 | +10.8% | +4.2% |
| 6192 巨路 | 113.00 | -0.88% | 0.10 | +0.01 | -0.9% | -6.2% |
| 2423 固纬 | 70.80 | -0.98% | 0.03 | +0.01 | -3.0% | -14.4% |
| 2390 云辰 | 10.00 | -0.99% | 0.03 | -0.00 | +0.0% | -17.4% |
| 8499 鼎炫-KY | 249.00 | -0.99% | 0.04 | -0.00 | -2.7% | -14.7% |
| 8085 福华 | 14.45 | -1.03% | 0.02 | -0.00 | -3.3% | +27.9% |
| 6877 铧友益 | 139.00 | -1.07% | 0.47 | +0.03 | +19.8% | +2.2% |
| 3289 宜特 | 138.50 | -1.07% | 0.68 | -0.14 | +0.4% | -13.0% |
| 6151 晋伦 | 34.70 | -1.14% | 0.03 | +0.00 | +0.4% | -8.0% |
| 2359 所罗门 | 126.00 | -1.18% | 2.25 | -0.28 | -3.1% | -14.3% |
| 2477 美隆电 | 22.20 | -1.33% | 0.07 | +0.01 | +0.9% | +3.3% |
| 6855 数泓科 | 109.00 | -1.36% | 0.00 | -0.00 | -6.8% | -3.6% |
| 5493 三联 | 89.40 | -1.43% | 0.05 | -0.01 | +4.0% | +6.7% |
| 8021 尖点 | 544.00 | -1.63% | 9.88 | +1.94 | +24.2% | +7.7% |
| 2317 鸿海 | 240.00 | -1.84% | 108.56 | -44.26 | -4.4% | -1.0% |
| 5452 佶优 | 29.10 | -1.85% | 0.17 | +0.00 | +9.0% | +0.9% |
| 3285 微端 | 42.30 | -1.86% | 0.02 | -0.00 | +3.9% | +9.8% |
| 6654 天正国际 | 209.50 | -1.87% | 0.17 | +0.01 | +2.2% | +15.7% |
| 2354 鸿准 | 62.00 | -1.90% | 2.20 | -0.60 | -4.6% | +9.9% |
| 3043 科风 | 19.95 | -1.97% | 0.02 | -0.01 | -2.4% | -10.3% |
| 5225 东科-KY | 54.40 | -1.98% | 0.13 | +0.04 | +1.3% | -24.5% |
| 3541 西柏 | 23.95 | -2.04% | 0.02 | +0.00 | +8.9% | +9.4% |
| 2312 金宝 | 30.80 | -2.07% | 4.76 | -1.79 | -1.1% | -8.3% |
| 6613 朋亿* | 274.00 | -2.14% | 0.60 | +0.06 | +3.4% | -24.9% |
| 3628 盈正 | 71.80 | -2.18% | 0.05 | -0.01 | -5.9% | +4.1% |
| 4577 达航科技 | 88.10 | -2.22% | 0.27 | -0.04 | +0.3% | +14.6% |
| 6409 旭隼 | 854.00 | -2.40% | 2.98 | -0.49 | -2.5% | -13.1% |
| 3663 鑫科 | 60.60 | -2.42% | 0.29 | -0.03 | +1.0% | -20.3% |
| 6196 帆宣 | 641.00 | -2.44% | 7.12 | -0.03 | +19.8% | +8.6% |
| 6215 和椿 | 91.80 | -2.44% | 0.37 | -0.08 | -8.7% | -13.4% |
| 6903 巨汉 | 323.00 | -2.71% | 1.10 | -0.12 | +7.5% | -18.2% |
| 3305 升贸 | 107.50 | -2.71% | 0.81 | +0.00 | +5.9% | -10.4% |
| 3587 闳康 | 235.00 | -2.89% | 1.03 | -0.30 | -4.1% | -12.3% |
| 1785 光洋科 | 100.00 | -2.91% | 5.71 | -0.73 | +1.7% | -12.3% |
| 3373 热映 | 17.50 | -3.05% | 0.08 | +0.01 | +9.4% | +5.7% |
| 6558 兴能高 | 23.85 | -3.05% | 0.04 | -0.00 | +0.8% | -17.6% |
| 3030 德律 | 306.00 | -3.16% | 6.33 | -0.08 | +14.8% | -1.3% |
| 6691 洋基工程 | 720.00 | -3.61% | 5.92 | -1.22 | +15.8% | +8.3% |
| 7728 光焱科技 | 601.00 | -3.69% | 0.15 | -0.03 | -1.8% | -11.8% |
| 6830 泛铨 | 520.00 | -3.70% | 5.49 | -0.15 | -12.0% | +31.5% |
| 3219 倚强科 | 116.00 | -3.73% | 2.39 | -0.10 | +31.4% | +63.8% |
| 7792 安葆 | 395.50 | -3.77% | 2.68 | -0.69 | +22.8% | +74.6% |
| 5536 圣晖* | 895.00 | -3.87% | 13.81 | -3.13 | +3.6% | -29.2% |
| 2464 盟立 | 184.00 | -3.92% | 15.92 | -2.83 | -4.9% | +17.1% |
| 6735 美达科技 | 59.70 | -4.02% | 0.07 | -0.03 | -2.1% | -18.0% |
| 3665 贸联-KY | 2,260.00 | -4.03% | 59.69 | +1.46 | +17.1% | +15.6% |
| 7703 锐泽 | 190.00 | -4.04% | 0.31 | -0.05 | -7.1% | -3.1% |
| 6983 华洋精机 | 359.00 | -4.14% | 0.38 | -0.04 | +3.8% | +1.4% |
| 3324 双鸿 | 1,475.00 | -4.22% | 38.62 | -7.45 | +2.4% | +63.5% |
| 6139 亚翔 | 718.00 | -4.27% | 22.26 | -5.55 | -4.6% | -14.7% |
| 3093 港建* | 39.65 | -4.57% | 0.20 | -0.03 | -11.1% | -22.1% |
| 3465 进泰电子 | 27.90 | -4.78% | 0.02 | +0.00 | -4.5% | -10.4% |
| 3018 隆铭绿能 | 10.35 | -5.05% | 0.04 | +0.00 | -5.9% | -11.9% |
| 7825 和亚智慧 | 70.80 | -5.22% | 0.12 | -0.01 | — | — |
| 6725 矽科宏晟 | 201.50 | -5.40% | 0.38 | -0.12 | -9.2% | -35.3% |
| 3518 柏腾 | 45.20 | -5.54% | 1.06 | -0.11 | +53.2% | +59.2% |
| 8455 大拓-KY | 23.80 | -5.56% | 0.01 | — | +3.5% | -11.9% |
| 3498 阳程 | 232.50 | -6.25% | 10.54 | -0.49 | +21.7% | +79.5% |
| 6840 东研信超 | 85.90 | -6.63% | 0.29 | -0.03 | -5.8% | +38.3% |
| 2360 致茂 | 2,200.00 | -6.98% | 62.31 | -14.69 | +0.9% | +10.6% |
| 8201 无敌 | 15.60 | -7.14% | 0.07 | +0.00 | +30.0% | +23.3% |
| 6658 联策 | 200.50 | -7.18% | 2.25 | -0.17 | +16.2% | +14.6% |
| 2404 汉唐 | 1,140.00 | -7.69% | 24.81 | -8.01 | +7.5% | -8.8% |
| 6739 竹升科技 | 991.00 | -7.81% | 2.90 | -0.28 | -24.9% | -18.4% |
产业分类依交易所产业别(同名的上市、上柜类别合并)。今日涨跌=收盘对前一交易日;近 20/60 日含除权息还原。本页整理公开资料,不构成投资建议。 回今日个股 →